Job Details
  • Reference373068A_1619506326
  • LocationMelbourne
  • Job TypeFull Time
  • Posted10 days ago
  • ConsultantAnson Lam

About the Company:
Our client is National leading financial and investment advice firm focused on providing tailored advice to all clients. They are experiencing exponential growth and are looking for an experienced Principal / Senior Financial Adviser to join their team.

They also provide holistic advice across a broad range of areas including investments, insurance, superannuation (including SMSF), equities, estate planning, entities, etc.

This role is a rare opportunity with no shortage of leads and clients. This is the ideal opportunity for you if you have over 10+ years experience in providing advice and enjoy growing a book as well as enjoy providing client focussed advice.

The Role:

  • Build and maintain relationships with customers
  • Act in customer's best interest and fully understand customers' needs
  • Provide advice across investments, insurance, superannuation (including SMSF) and income streams
  • Provide quality advice for clients on complex decisions they need to make regarding their wealth.
  • Comply with legislative and regulatory frameworks
  • Genuinely care about client outcomes and provide quality advice
  • You must always put the client needs first

You Will Need:

  • 10+ years financial planning experience
  • Must meet FASEA educational requirements
  • Must have pass the FASEA Exam
  • Ability to work independently and bring in new business
  • Exceptional communication and negotiation skills

The Benefits:

  • Competitive Salary and great bonus structure
  • Work in a firm that always puts clients first
  • Provide genuine advice in the best interest of customers
  • Great work life balance (work from home 4 days per week)

Please apply if you are interested or feel free to send through your resume to for a confidential discussion.